ASI WEALTH MANAGEMENT & CONSULTING SERVICES

Tel: 541-617-0898 15 Sw Colorado Suite 280 Bend, Oregon 97702-1129

About ASI WEALTH MANAGEMENT & CONSULTING SERVICES

ASI WEALTH MANAGEMENT & CONSULTING SERVICES is a Bend, Oregon based financial advisory firm with nearly $1,728,004,990 in assets under management and provides investment advisory services for 418 clients. There are currently 15 financial advisors at the firm.

General Information
Firm CRD#:

108138

Firm SEC#:

801-55026

Assets Under Management:

$1,728,004,990

No. of Clients:

418

No. of Advisors:

15

Employees Providing Investment Advice:

7

No. of Offices:

4

SEC Registration Status:

Approved since Nov 6, 1997

Website:

linkedin.com/COMPANY/ASIWEALTHMANAGEMENT

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Clients by Type

Client TypeClientsAssets Under Management
Individuals (other than high net worth)155$44,981,180
High net worth individuals225$538,700,992
Pension and profit sharing plans24$799,240,025
Charitable organizations10$318,474,307
Corporations or other businesses4$26,608,486

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